HoldingsChannel.com
Retirement Planning Group Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 1,238,304 -63,507 $87,944
     SCHB1,238,304-63,507$87,944
VANGUARD SCOTTSDALE FDS (BNDW) 617,141 +32,069 $49,637
     BNDW617,141+32,069$49,637
JP MORGAN EXCHANGE TRADED FD (JMIN) 1,624,665 +1,624,665 $49,049
     JMIN1,624,665+1,624,665$49,049
ISHARES TR (ICSH) 954,798 +86,575 $48,112
     ICSH954,798+86,575$48,112
VANGUARD GROUP (VIG) 338,913 +1,822 $40,527
     VIG338,913+1,822$40,527
ISHARES TR (LQD) 288,200 +288,200 $36,740
     LQD288,200+288,200$36,740
SCHWAB STRATEGIC TR 1,080,887 -210,273 $34,437
     SCHF1,080,887-210,273$34,437
VANGUARD INTL EQUITY INDEX F (VWO) 529,140 +46,576 $21,303
     VWO529,140+46,576$21,303
SCHWAB STRATEGIC TR 276,166 -13,788 $14,872
     SCHZ276,166-13,788$14,872
JOHN HANCOCK EXCHANGE TRADED (JHML) 267,972 -290,344 $10,298
     JHML267,972-290,344$10,298
SCHWAB STRATEGIC TR 304,860 -13,169 $7,661
     SCHE304,860-13,169$7,661
JOHN HANCOCK EXCHANGE TRADED (JHMD) 264,438 +34,082 $7,359
     JHMD264,438+34,082$7,359
ISHARES TR (DVY) 59,957 -655 $6,113
     DVY59,957-655$6,113
SPDR SERIES TRUST (SPMD) 158,042 -113,488 $5,356
     SPMD158,042-113,488$5,356
SCHWAB STRATEGIC TR 95,500 -1,728 $4,831
     SCHO95,500-1,728$4,831
ISHARES TR (USMV) 72,635 -420,384 $4,656
     USMV72,635-420,384$4,656
SCHWAB STRATEGIC TR 53,251 +53,251 $4,474
     SCHG53,251+53,251$4,474
VANGUARD TAX MANAGED INTL FD (VEA) 69,504 -12,418 $2,855
     VEA69,504-12,418$2,855
ISHARES TR (MUB) 20,022 +1,032 $2,285
     MUB20,022+1,032$2,285
KANSAS CITY SOUTHERN 16,283 UNCH $2,166
     KSU16,283UNCH$2,166
APPLE INC 8,765 +8 $1,963
     AAPL8,765+8$1,963
ISHARES TR (LRGF) 59,019 -360,330 $1,884
     LRGF59,019-360,330$1,884
ISHARES TR (IVV) 6,002 -361 $1,792
     IVV6,002-361$1,792
SCHWAB STRATEGIC TR 40,325 -7,496 $1,578
     FNDB40,325-7,496$1,578
SPDR S&P 500 ETF TR (SPY) 4,923 -742 $1,461
     SPY4,923-742$1,461
PIMCO ETF TR (MUNI) 26,104 +1,690 $1,444
     MUNI26,104+1,690$1,444
ISHARES TR (IJR) 18,242 -2,167 $1,420
     IJR18,242-2,167$1,420
ISHARES TR (IJH) 6,530 -632 $1,262
     IJH6,530-632$1,262
MICROSOFT CORP 8,387 +6,001 $1,166
     MSFT8,387+6,001$1,166
EVERGY INC 17,496 +92 $1,165
     EVRG17,496+92$1,165
VANGUARD INDEX FDS (VUG) 6,394 +200 $1,063
     VUG6,394+200$1,063
SCHWAB STRATEGIC TR 14,946 -1,941 $1,060
     SCHX14,946-1,941$1,060
ISHARES TR (IWM) 5,236 -1,033 $792
     IWM5,236-1,033$792
HENRY JACK & ASSOC INC 5,163 UNCH $754
     JKHY5,163UNCH$754
VANGUARD INTL EQUITY INDEX F (VEU) 14,372 -3,392 $717
     VEU14,372-3,392$717
SPDR SERIES TRUST (SPTM) 18,551 -302 $682
     SPTM18,551-302$682
ISHARES TR (IWB) 3,602 -344 $593
     IWB3,602-344$593
VANGUARD BD INDEX FD INC (BSV) 7,268 -513 $587
     BSV7,268-513$587
VANGUARD BD INDEX FD INC (BND) 6,720 -102 $567
     BND6,720-102$567
ISHARES TR (IWR) 9,991 -89 $559
     IWR9,991-89$559
ISHARES TR (IWV) 3,112 UNCH $541
     IWV3,112UNCH$541
SCHWAB STRATEGIC TR 18,476 -649 $509
     FNDF18,476-649$509
SCHWAB STRATEGIC TR 14,967 -164,816 $476
     SCHC14,967-164,816$476
ISHARES TR (IDV) 14,998 -908 $461
     IDV14,998-908$461
PROCTER AND GAMBLE CO 3,389 +40 $422
     PG3,389+40$422
AMAZON COM INC 229 +1 $398
     AMZN229+1$398
VANGUARD INDEX FDS (VNQ) 4,093 -35 $382
     VNQ4,093-35$382
CERNER CORP 5,494 -6,985 $375
     CERN5,494-6,985$375
EXXON MOBIL CORP 5,117 UNCH $361
     XOM5,117UNCH$361
SPDR INDEX SHS FDS (CWI) 14,980 +4,993 $360
     CWI14,980+4,993$360

See Full List: All Stocks Held By Retirement Planning Group
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Retirement Planning Group

Size ($ in 1000's)
At 09/30/2019: $472,361
At 06/30/2019: $440,976

Retirement Planning Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Retirement Planning Group 13F filings. Link to 13F filings: SEC filings

Retirement Planning Group Top Holdings 13F Filings | www.HoldingsChannel.com

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